Pacific Square Holdings, Inc.
Pacific Square Holdings (“Pacific Square”) is a private investment holding company that principally acquires, manages, and holds positions in lower middle-market operating companies.
Your Next Chapter of Growth
Our goal is simple: to be the best decision a business owner can make at their most critical inflection point.
Built for Continuity
There are moments in the life of every business that define what comes next: a founder ready for their next chapter, a family weighing their options, or an operation seeking strategic support. Pacific Square is built for exactly these moments. We take a long-term view on every business we own, working closely with management teams to protect what has been built, support what comes next, and grow value over time. Our capital is permanent, our involvement is hands-on, and our decisions are driven by what is right for the business, not by fund timelines or outside mandates.
The Firm
Our Approach
Pacific Square operates outside the constraints of traditional private equity, deploying permanent capital with a singular focus on long-term value creation, not a fund mandate or a pressured time horizon.
We identify, acquire, and enhance the value of companies through hands-on operational engagement at every level, from day-one integration through scaled growth and disciplined M&A. Our portfolio companies operate under dedicated management, supported by the full resources, operational infrastructure, and strategic guidance of a platform built for the long-term.
Our Difference
We are employing an acquisition strategy in the lower middle market, where we believe the most compelling businesses and long-term value creation opportunities remain. Our approach is similar to that of traditional private equity, but with certain key distinctions that we believe make us a better long-term home for the businesses we acquire and the people who run them.
Strategy
Our Five Engines
Our value creation framework (VCF) provides a disciplined approach to enhancing the long-term performance of our operating companies. Through a consistent focus on five core value creation engines, we work alongside our management teams to strengthen operations, accelerate sustainable growth, and increase the intrinsic value across the platform.
01
Operational Excellence
Implement scalable operating processes, performance management systems, and key performance indicators that enhance efficiency, execution, and long-term profitability.
02
Organic Growth
Drive sustainable revenue growth through disciplined commercial execution, pricing optimization, customer retention, market expansion, and strategic growth initiatives.
03
Strategic Acquisitions
Pursue disciplined add-on acquisitions that expand capabilities, deepen customer relationships, strengthen competitive positioning, and create operating scale.
04
People & Leadership
Develop exceptional leadership teams, organizational capabilities, and performance-driven cultures that support long-term business success.
05
Technology & AI
Deploy technology, automation, and artificial intelligence to improve decision-making, enhance team productivity, optimize operations, and strengthen long-term competitive advantage.
Organizational Structure
Our operating companies are managed under dedicated leadership, while benefiting from the shared capabilities and long-term perspective of the broader Pacific Square platform.
Corporate Team
Pacific Square’s corporate team allows operating company management to remain focused on what they do best—running and growing their businesses. Our corporate team functions similar to a private equity firm, with responsibility for:
- Corporate strategy and long-term vision
- Capital allocation
- Mergers & acquisitions execution
- Portfolio management
- Capital markets and lender relationships
- Legal, compliance, and governance
- Research
Operating Companies
Pacific Square’s operating companies are led by local management teams while remaining closely engaged with the corporate team on strategic initiatives.
Each operating company is responsible for:
- Day-to-day operations
- EBITDA and free cash flow generation
- Organic growth
- Customer relationships
- Recruiting and talent development
- Identifying local acquisition opportunities
Target Criteria
We remain flexible to evaluate opportunities outside these parameters; the criteria below represent our primary acquisition focus.
Industries
B2B Healthcare services, Industrial services, Facility services, and TIC services.
Ownership Profiles
Founder-owned, family-owned, and privately held businesses
Business Profile
Majority recurring revenue, 10+ years of operating history, and proven cash flow
Revenue
EBITDA
Recurring Revenue Mix
Max Customer Concentration
Team
Pacific Square Holdings Management Team
Partner
Partner
Associate
Investment Analyst
Investment Analyst
Work With Us
Pacific Square actively partners with business owners, M&A advisors, and intermediaries across North America, working closely with the intermediary community to evaluate opportunities across our target sectors and execute transactions through a fair, efficient, and confidential process.
If you represent a business that meets our acquisition criteria or would like to discuss a potential opportunity, we welcome the conversation.
